Camelback Capital Advisors is a boutique financial firm serving entrepreneurs, founders, and closely held businesses in the greater Phoenix area. The firm's signature offering is its Fractional CFO service, which provides growing companies with enterprise-level financial strategy at a fraction of the cost of a full-time hire. From cash flow modeling and capital structure planning to exit strategy and M&A advisory, Camelback Capital is the financial partner that serious business owners trust.
As a founder running a four-million-dollar company, I needed a real CFO but could not justify the salary. Camelback's fractional service is exactly that. They show up to leadership meetings, own the financials, and have improved our margins by 8% in six months.
We used Camelback Capital when preparing to sell our business. The valuation work and the way they structured the deal saved us a significant amount in taxes. Their expertise in both business and personal finance is rare.
I came in for help with business planning and left with a complete five-year financial roadmap, a cash reserve strategy, and a plan for eventually transitioning the business to my children. Comprehensive and thoughtful.